The first appointment is a pivotal moment in the advisor-client relationship. It's your opportunity to earn trust, communicate your unique value, and inspire prospects to take the next step and schedule the second appointment.
Join Simplicity Wealth for this exclusive training and discover how to:
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Establish a clear path to converting prospects into clients
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Effectively structure your first appointment - what to cover and when
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Use six powerful discovery questions to build stronger connections
Register today and elevate your first appointment strategy.